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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,686 | $154,159-90.5% | $130,026-88.7% | $139,456-89.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.77% | 32.50%-26.7pp | -137.26%+143.0pp | 373.45%-367.7pp |
| Employer contribution / active EE | $8,580 | $5,292+62.1% | $4,321+98.6% | $4,753+80.5% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $45 | $14,001-99.7% | $10,608-99.6% | $11,407-99.6% |